Spotlight on - Portfolio Service

Our Portfolio Service provides clients with a way of efficiently managing search orders for multiple properties within a transaction. We can handle anything from 1 to 100 or 10, 000 properties – or more!

This month we are focusing on our Portfolio service 

What is it?

Our Portfolio Service provides clients with a way of efficiently managing search orders for multiple properties within a transaction.  We can handle anything from 1 to 100 or 10, 000 properties – or more! 

Our dedicated Managed Services Team will process the orders on your behalf and through Portfolio Manager you are able to view the real time progress of searches, queries and status for all properties in your portfolio.  

Did you know

Typically, this service is used for firms dealing with multiple cases in a single transaction however during recent months we have seen an increase in requests for individual cases to be managed by the team, making time for you to handle other priority work.

How does it work?

Once tmgroup have the list of properties, a quote will be prepared against required searches, once approved, the Managed Services Team will manage the search order process on your behalf.  Everything from preparing the plan, managing queries and chasing the final report is overseen by your dedicated contact in our expert team.  

Who can use the service?

The Portfolio Service can be used for both residential and commercial transactions to order full search bundles, complete a bulk order of Land Registry searches or manage plot sales on a development site.  

How can I keep track of my orders? 

In addition to regular reports from the team, you can monitor progress through Portfolio Manager that will be enabled for you in tmconvey. It provides you with a real time view of the latest status for every case. 

Is there a charge to use the service?

Yes, we charge a processing fee for the service, which varies depending on the type of portfolio undertaken.

Want to know more?  

Please contact your tmgroup account manager or contact us today.